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Tesla, Inc.

TSLA

Consumer Cyclical

$400.42

-0.52%

Price History (1 Year)

Market Cap

$1.50T

P/E Ratio

239.8x

P/B Ratio

17.69x

EV/EBITDA

122.8x

ROE

4.6%

FCF Yield

0.4%

Div. Yield

DCF Value

$18.56

Overvalued vs DCF

QuarterRevenueNet IncomeEPS
2025-12-31$24.90B$840M$0.26
2025-09-30$28.09B$1.37B$0.43
2025-06-30$22.50B$1.17B$0.36
2025-03-31$19.34B$409M$0.13

AI Analysis

TSLA: Chip Factories, Thin Margins, Fat Valuation

  • Tesla and SpaceX announced plans to build two chip factories in Austin — strategic vertical integration that reduces hardware dependency but adds years and billions to an already stretched capital agenda.
  • Q4 2025 gross margin recovered to 20.1%, up from a 16.3% trough in Q1, but remains well below the 25%+ margins Tesla achieved at its 2022-2023 peak.
  • R&D spending increased 26% through 2025 to $1.78B per quarter in Q4 — the clearest signal that Tesla is funding multiple future businesses simultaneously inside a thin-margin present.
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Consumer Cyclical Peers

Data provided by Financial Modeling Prep. AI analysis generated by Claude. This is not financial advice. Past performance does not guarantee future results. Always do your own research before making investment decisions.